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Lampiers Financial Planning Limited

02094288

active
Private Limited Company
england wales
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk
  • Current liabilities exceed current assets (-10)

Details

4 HILLSIDE, BRISTOL, BS6 6JP
Incorporated 28/01/1987

Compliance

Last accounts

30/06/2025

total exemption full

Next accounts due

31/03/2027

On track

Confirmation statement

Last: 25/09/2025

Due 09/10/2026

On track

Industry

66190
Other activities auxiliary to financial services

Officers

Mr Peter James Wheeler

director · Since 03/01/2014

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 54

Persons with Significant Control

Mrs Julie Ann Harrison

25–50% shares

British · England · Age 56

4, Hillside, Bristol, BS6 6JP

Notified 06/04/2016

Mr Timothy John Harrison

25–50% shares

British · England · Age 58

4, Hillside, Bristol, BS6 6JP

Notified 01/07/2016

Mr Peter James Wheeler

50–75% shares
75–100% votes

British · England · Age 54

4, Hillside, Bristol, BS6 6JP

Notified 01/07/2016

Mrs Joanne Wheeler

50–75% shares
75–100% votes

British · England · Age 58

4, Hillside, Bristol, BS6 6JP

Notified 01/03/2017

Former PSCs

Mrs Zoe Gough

Ceased 29/11/2019

Mr Michael John Gough

Ceased 29/11/2019

CompanyRankvs 25+ SIC 66190 peers
89

Financial strength95th percentile among SIC peers · 24/25
Employees97th percentile among SIC peers · 15/15
LiquidityCurrent ratio 3.15× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength24/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees15/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity20/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 30/06/2025

Net Worth

£892k

Balance sheet strength

Cash

£1.2M

Cash in the bank

Net Current Assets

£851k

Working capital

Current Assets

£1.2M

Current Liabilities

£395k

Fixed Assets

£54k

Debtors

£49k

13avg. employees+1

Tax at Year End

Corp tax£304k

Balance Sheet

Assets less current liabilities£905k
Signed by Mr P Wheeler 27/11/2025Prepared with Acorah Software Products - Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20253.15-£679k
20245.70+£284k
20236.71+£95k
20225.69+£106k
20215.73+£233k
20205.66+£217k
20194.50—

Derived from filed accounts. Not audited figures.